Releasing an agent from your hierarchy

If you have an agent account in your hierarchy and you want to release them follow these steps.

1. From the Agnecy Platform navigate to the "Agents" page and click the agent from the hierarchy tree.

2. From the Agent profile page click the "Contact info" section

3. In the "Other Details" section you have a few options

   1. Release: This will completely remove them from your downline chain and that agent will have a stand-alone account in the CRM

   2. Release and make static: This will make a carbon copy "Static" version of the agent account for record keeping and also release the original account from your hierarchy, this agent will have a stand-alone account in the CRM.

   3. Change Upline: This moves the agent to a different downline agency.